---
description: Review of VestServe Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: VestServe | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Financial Risk Management Software](/directory/4165/financial-risk-management/software) > [VestServe](/software/84911/vestserve)

# VestServe

Canonical: https://www.softwareadvice.com.au/software/84911/vestserve

> VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment planning, cash flow tracking, trade order management and financial reporting. 


Employees can use the solution to measure the performance of client portfolios and conduct returns, holdings or transaction-based attribution analysis. The application includes a fund administration module, which lets managers monitor daily accrual, calculate net asset value (NAV) and money market funds. Further, the solution enables non-profit organizations to track fund activity and analyze current investments. 


VestServe integrates with QuickBooks, streamlining all accounting operations. Its centralized platform helps users manage stable value instruments such as traditional guaranteed investment contracts, (GIC) pooled funds and customized payment schedules. Support is provided via phone and email and pricing is available on request.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: VestServe
- **Founded**: 2001

## Commercial Context

- **Starting Price**: USD 27,500.00
- **Pricing model**: Per Feature
- **Pricing Details**: Pricing starts from $27,500 per year. Contact VestServe for more information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Linux (On-Premise)
- **Supported Languages**: English
- **Available Countries**: Albania, American Samoa, Andorra, Anguilla, Antigua and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bolivia, Bosnia and Herzegovina, Brazil and 124 more

## Features

- AIMR Compliance
- Accounting
- Alerts/Notifications
- Audit Trail
- Automated Execution
- Benchmarking
- Bonds/Stocks
- CRM
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Controls Audit
- Credit Risk Management
- Customizable Reports
- Data Import/Export
- Debt Management
- Derivative Valuation

## Integrations (1 total)

- QuickBooks Online Advanced

## Support Options

- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Financial Risk Management Software](https://www.softwareadvice.com.au/directory/4165/financial-risk-management/software)

## Related Categories

- [Financial Risk Management Software](https://www.softwareadvice.com.au/directory/4165/financial-risk-management/software)
- [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software)
- [Hedge Fund Software](https://www.softwareadvice.com.au/directory/4146/hedge-fund/software)

## Alternatives

1. [D\&B Finance Analytics](https://www.softwareadvice.com.au/software/246735/dandb-finance-analytics) — 4.5/5 (137 reviews)
2. [PayPal](https://www.softwareadvice.com.au/software/104664/paypal) — 4.6/5 (26301 reviews)
3. [VeriFast](https://www.softwareadvice.com.au/software/338062/rentify) — 4.7/5 (12 reviews)
4. [eftsure](https://www.softwareadvice.com.au/software/194551/eftsure) — 4.6/5 (45 reviews)
5. [Nectarine Credit](https://www.softwareadvice.com.au/software/340159/nectarine-credit) — 5.0/5 (7 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/84911/vestserve)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/84911/vestserve> |
| en | <https://www.softwareadvice.com/investment-management/vestserve-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/84911/vestserve> |
| en-GB | <https://www.softwareadvice.co.uk/software/84911/vestserve> |
| en-IE | <https://www.softwareadvice.ie/software/84911/vestserve> |
| en-NZ | <https://www.softwareadvice.co.nz/software/84911/vestserve> |
| fr | <https://www.softwareadvice.fr/software/84911/vestserve> |

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